Anic Equity¶
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Total return since start: 0.616 %¶
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Equity now: -----------------------------> 49365.3 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45304.57 Kr¶
PnL: ---------------------------------------> 248.57 Kr¶
DD now: ---------------------------------> -7.069 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:50:20.119218'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.050000 | 1678.320000 | 209.320000 | 14.250000 | 1468.999998 |
| Sedana Medical | 93 | 5.650000 | 2713.740000 | 192.740000 | 7.650000 | 2521.000011 |
| Orrön Energy | 180 | 3.760000 | 2133.900000 | 90.900000 | 4.450000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 2.990000 | 981.000000 | 46.000000 | 4.920000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.590000 | 1004.400000 | 43.400000 | 4.520000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Sagax B | 4 | 2.720000 | 890.400000 | 36.400000 | 4.260000 | 854.000000 |
| Catena | 2 | 3.140000 | 828.400000 | 36.400000 | 4.600000 | 792.000000 |
| JM | 6 | 2.050000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Hoist Finance | 35 | 0.700000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Hexatronic Group | 12 | 2.060000 | 988.080000 | 21.080000 | 2.180000 | 966.999996 |
| Gränges | 9 | 2.130000 | 947.700000 | 19.700000 | 2.120000 | 927.999999 |
| Byggmax Group | 33 | 1.870000 | 970.860000 | 14.860000 | 1.550000 | 956.000001 |
| BioGaia B | 8 | 0.940000 | 943.200000 | 13.200000 | 1.420000 | 930.000000 |
| Bilia A | 8 | 0.890000 | 908.000000 | 8.000000 | 0.890000 | 900.000000 |
| Clas Ohlson B | 12 | 0.250000 | 976.800000 | 3.800000 | 0.390000 | 972.999996 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| EQT | 4 | 0.240000 | 830.000000 | -2.000000 | -0.240000 | 832.000000 |
| ASSA ABLOY B | 3 | -0.700000 | 770.400000 | -8.600000 | -1.100000 | 779.000001 |
| Biotage | 7 | -1.630000 | 927.500000 | -13.500000 | -1.430000 | 940.999997 |
| Alimak Group | 11 | -0.360000 | 914.100000 | -13.900000 | -1.500000 | 927.999996 |
| OX2 | 13 | -0.550000 | 935.350000 | -14.650000 | -1.540000 | 949.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.150000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -2.550000 | 908.250000 | -31.750000 | -3.380000 | 940.000000 |
| VEF | 909 | 0.000000 | 1818.000000 | -32.000000 | -1.730000 | 1850.000436 |
| Addnode Group B | 11 | -1.650000 | 886.600000 | -34.400000 | -3.740000 | 921.000003 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Indutrade | 5 | 1.510000 | 1178.500000 | -39.500000 | -3.240000 | 1218.000000 |
| Latour B | 4 | -0.390000 | 814.800000 | -42.200000 | -4.920000 | 857.000000 |
| Hexagon B | 26 | 0.540000 | 3408.600000 | -52.400000 | -1.510000 | 3461.000010 |
| BHG Group | 97 | 3.150000 | 1397.770000 | -61.230000 | -4.200000 | 1458.999989 |
| Bufab | 3 | -1.200000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| INVISIO | 16 | -0.220000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| TOTAL | 45304.570000 | 248.570000 | -7.06895% | 45056.000411 |
Updated:¶
'2023-07-04 10:50:36.835056'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
